Calamos Growth and Income Fund (CVTRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CVTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVTRX
CVTRX charges 1.05% annually. There are 437 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CVTRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CVTRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CVTRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CVTRX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CVTRX vs VTMFX |
Best Risk-Adjusted Alternatives to CVTRX
CVTRX has a PortfoliosLab risk / return rank of 65. There are 270 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CVTRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CVTRX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | CVTRX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CVTRX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | CVTRX vs AYBLX |
Top Performing CVTRX Alternatives (YTD)
CVTRX is at 11.31% YTD. There are 76 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | CVTRX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | CVTRX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | CVTRX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | CVTRX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | CVTRX vs DGIFX |
Lowest Volatility Alternatives to CVTRX
CVTRX has 13.04% 1-year volatility. There are 499 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CVTRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | CVTRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | CVTRX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | CVTRX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | CVTRX vs CSTAX |
Lowest Drawdown Alternatives to CVTRX
CVTRX has a 1-year max drawdown of -9.14%. There are 494 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CVTRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CVTRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CVTRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CVTRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CVTRX vs CSTAX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 99 | 3.86% | — | May 2000 | CVTRX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 40 | 12.33% | — | Mar 2004 | CVTRX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 54 | 22.66% | — | Mar 2011 | CVTRX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 83 | 29.45% | — | Jun 1997 | CVTRX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 14 | 6.88% | — | Apr 2016 | CVTRX vs CPLIX | |
| Calamos Hedged Equity Fund | Options Trading | 81 | 6.93% | — | Dec 2014 | CVTRX vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 27 | 17.68% | — | Mar 2005 | CVTRX vs CIGIX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 83 | 1.75% | — | Aug 1999 | CVTRX vs CHYDX | |
| Calamos Global Equity Fund | Global Equities | 28 | 13.90% | — | Feb 2007 | CVTRX vs CIGEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 71 | 20.27% | — | May 2003 | CVTRX vs CHY |
Often Compared With CVTRX
Investors most often compare CVTRX with RCTIX, JANBX, VTTSX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare CVTRX with Any Fund or Stock
Compare CVTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVTRX with funds that move differently
Calamos Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVTRX.
Explore CVTRX Diversifiers